Milan Baldini (CRD# 7367499) is an Investment Advisor Representative working at Emerson Equity LLC in San Mateo, CA and has over 2 years of experience in the finance industry.
CRD# 3262592
Captrust
CRD# 4105009
Lowery Thomas, LLC
CRD# 2055289
Powering Your Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Access Capital Group | San Mateo, CA | Feb 2022 - Current | 2 |
| Emerson Equity | San Mateo, CA | May 2019 - Current | 5 |
| Southern Methodist University | Dallas, TX | Aug 2016 - Apr 2020 | 3 |
| Sanmina Corporation | San Jose, CA | May 2018 - Aug 2018 | < 1 |
| Sacred Heart Preparatory | Atherton, CA | Aug 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2021 |
- CA
-
Total Assets Under Management176MILLIONS
-
Total Number of Accounts1,037ACCOUNTS
-
Average Account Value$169,886
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AL, AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, MI, MN, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, SD, TX, UT, VA, WA, WI
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